Edwin Hagerty
Edwin Hagerty is a registered investment advisor at Cibc Private Wealth Advisors, INC., based in Chicago, IL, with 36 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 10,045 clients with $61B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for new accounts with equity and balanced portfolios. Minimum annual fee of $10,000. Fees may be negotiable. Other schedules exist for fixed income and cash portfolios.
Fee Estimator
Location
181 West Madison, 3rd Floor, Chicago, IL, 60602
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edwin is involved with several investment-related oil field service companies, including Cougar Pressure Control LLC, Kodiak Rental Services, Pressure Pumping Partners LLC, Lightning Energy Services, Consolidated Well Site Services, and Eagleridge Energy. He dedicates minimal time to each of these ventures, ranging from a few hours per quarter to a few hours per week.
Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Previous Registrations
Geneva Advisors, LLC
Gnv Advisors, LLCBroker
Petro Capital Securities, LLCBroker
Jefferies & Company, INC.Broker
Barclays De Zoete Wedd IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.